No Trust, No Relationship
By Mike PattonLast week was a very interesting one. It consisted of appointments with prospective clients, centers of influence, and a business trip to California. What was...
January 08, 2008
What Do the Big Firms Want in an Advisor?I'd like to deviate a bit from my journey and talk about a rarely discussed topic. Your opinion on the matter would be particularly interesting,...
January 04, 2008
What I'll Do Different in '08With the New Year here we are presented with an opportunity to reflect on the past and make adjustments for the future. I know we...
January 01, 2008
Back Office DealRegistered investment advisors will have the option to outsource more of their back-office tasks, including "portfolio data management and performance reporting," after the back-office service...
January 01, 2008
Up to the ChallengeBoomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...
December 21, 2007
What's a Tax Engineer?Well, the year is coming to a close and my focus is turning to 2008. Many of my objectives have been accomplished but there are...
December 17, 2007
Should We Ask More Questions of Clients?In my last blog, I discussed getting clients engaged in the implementation process. This week, I'd like to talk a little about the planning process...
December 08, 2007
Getting Clients to Implement the PlanI'd like to expand on a topic from last week's IA Advisor Summit in Washington, DC. Over breakfast I had a discussion with a couple...